Michael Nathanson

Founding Partner and Senior Research Analyst at MoffettNathanson
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
META long -3.3%
Most Mentioned
META ×1
Recent Calls
META long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -3.3% Long Return -3.3% Short Return -
Average Return
7d +1.6%
30d -7.7%
90d -6.3%
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META Meta Pla... Meta Platforms, Inc.
Long
Feb 18
$643.22
-3.3%
Nathanson explicitly holds a "Buy rating on Meta" with an "$810 price target." He notes that the market tends to "ignore all the fines and penalties" because the business model is "so strong and so profitable." The legal noise and emotional testimony do not alter the financial mechanics of the company. Section 230 provides immunity, and the market treats regulatory fines as non-recurring expenses, leaving the core valuation thesis intact. Long positions remain justified by fundamentals despite negative PR and litigation. Federal government changes to Section 230 or significant changes in liability laws.
Nathanson explicitly holds a "Buy rating on Meta" with an "$810 price target." He notes that the market tends to "ignore all the fines and penalties" because the business model is "so strong and so profitable." The legal noise and emotional testimony do not alter the financial mechanics of the company. Section 230 provides immunity, and the market treats regulatory fines as non-recurring expenses, leaving the core valuation thesis intact. Long positions remain justified by fundamentals despite negative PR and litigation. Federal government changes to Section 230 or significant changes in liability laws.
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